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Managing Projects

This chapter covers the detailed management of projects including views, phases, tasks, Gantt charts, team management, and linked data.

Grid/List View Toggle​

The Projects module offers two layout options for browsing projects:

  • Grid View — projects displayed as visual cards in a grid layout, showing status, health color, team avatars, and date range
  • List View — projects displayed in a data table with sortable columns

Toggle between views using the view switcher buttons at the top of the page.

Screenshot: Projects grid view showing project cards with status, health, and team indicators

Project Cards​

In grid view, each project card displays:

  • Project name and color tag
  • Status badge (Not Started, In Progress, On Hold, etc.)
  • Health indicator (On Track, At Risk, Off Track)
  • Team member avatars (first few members)
  • Start and end dates
  • Progress percentage (based on completed tasks/phases)

Project Detail Page​

Click a project to open its detail page, which contains the following tabs:

Overview​

A summary panel showing:

  • Project description and objectives
  • Key dates (start, end, duration)
  • Status and health
  • Progress bar
  • Key metrics (total tasks, completed tasks, overdue tasks)

Phases/Tasks​

The structured breakdown of the project into phases and tasks:

Phases are major milestones or stages of the project (e.g., "Planning," "Development," "Testing," "Launch").

Each phase contains:

  • Phase name and description
  • Start and end dates
  • Status
  • Tasks assigned to that phase

Tasks within phases:

  • Can be created, edited, and completed inline
  • Support assignees, due dates, and priorities
  • Are the same task entities used throughout the CRM

To add a phase:

  1. Click Add Phase.
  2. Enter the phase name, dates, and description.
  3. Click Save.

To add a task to a phase:

  1. Click Add Task within the phase.
  2. Fill in task details.
  3. Click Save.

Screenshot: Project phases and tasks view showing collapsible phases with nested tasks

Gantt Chart​

A visual timeline showing phases and tasks as horizontal bars on a time axis:

  • Phases appear as summary bars spanning their date range
  • Tasks appear as bars within their phase
  • Dependencies are shown as connecting lines between tasks
  • Today marker — a vertical line indicating the current date
  • Drag to adjust — resize bars to change dates
tip

Use the Gantt chart during project planning and status meetings. It provides the best visual representation of timelines, overlaps, and dependencies.

Screenshot: Gantt chart view showing phases as summary bars with tasks and dependency lines

Team​

Manage the project team:

  • View team members — see all assigned users with their roles
  • Add members — search and add CRM users to the project
  • Set roles — assign project roles (Project Manager, Developer, Designer, etc.)
  • Remove members — remove users from the project team

Documents​

Upload and manage project-related files — specifications, designs, contracts, reports, etc.

Activity​

A timeline of all project activity — phase completions, task updates, team changes, and document uploads. See Activity Timeline.

Linked Opportunities​

If the project was created from an opportunity:

  • A link to the source opportunity appears on the project overview
  • Click the link to navigate to the opportunity detail page
  • Revenue and deal data from the opportunity is accessible in context
note

Linking projects to opportunities provides end-to-end visibility from deal to delivery. Reports can track revenue from sale through project completion.